Meta leaves investors wanting more on AI monetization timeline Proactive uses images sourced from ShutterstockMeta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares fell as much as 10% on Thursday morning after the company's third-quarter results left investors unconvinced that its massive artificial intelligence spending is translating into tangible returns. On the earnings call, Meta CEO Mark Zuckerberg declined to offer specific capex guidance for 2027, saying infrastructure planning "remains highly dynamic." Zuckerberg said demand for AI compute continues to outstrip supply. XTB research director Kathleen Brooks said investors are still waiting for clearer signs that Meta's AI investments are paying off. "It's been a rough couple of weeks for Meta's share price, which has traded lower for ten consecutive days, its longest losing streak in its history," Brooks said.